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Upturn AI SWOT - About
CLMT 
Calumet Specialty Products Partners (CLMT)
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Upturn Advisory Summary
04/01/2025: CLMT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -43.11% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.13B USD | Price to earnings Ratio - | 1Y Target Price 21 |
Price to earnings Ratio - | 1Y Target Price 21 | ||
Volume (30-day avg) 1310199 | Beta 1.89 | 52 Weeks Range 9.97 - 25.29 | Updated Date 04/1/2025 |
52 Weeks Range 9.97 - 25.29 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.67 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -5.3% | Operating Margin (TTM) 8.71% |
Management Effectiveness
Return on Assets (TTM) 1.76% | Return on Equity (TTM) -1172.22% |
Valuation
Trailing PE - | Forward PE 11.35 | Enterprise Value 3396206256 | Price to Sales(TTM) 0.27 |
Enterprise Value 3396206256 | Price to Sales(TTM) 0.27 | ||
Enterprise Value to Revenue 0.81 | Enterprise Value to EBITDA 20.65 | Shares Outstanding 86207104 | Shares Floating 62901886 |
Shares Outstanding 86207104 | Shares Floating 62901886 | ||
Percent Insiders 21 | Percent Institutions 42.42 |
Analyst Ratings
Rating 4 | Target Price 24.6 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Calumet Specialty Products Partners
Company Overview
History and Background
Calumet Specialty Products Partners, L.P. was founded in 1916 as Freedom Oil Works Company. It has evolved from a regional lubricant producer to a leading independent manufacturer of specialty hydrocarbon products.
Core Business Areas
- Specialty Products and Solutions: Focuses on producing a wide range of specialty products, including waxes, solvents, petrolatums, and other specialty hydrocarbon products. Used in various applications.
- Performance Brands: Manufactures and markets branded products such as Royal Purple and Bel-Ray lubricants.
- Montana Renewables: Focuses on renewable fuels and sustainable energy solutions.
Leadership and Structure
The leadership team includes Todd Borgmann (CEO). The company operates under a master limited partnership (MLP) structure but is transitioning to a corporate structure.
Top Products and Market Share
Key Offerings
- Waxes: Calumet produces various waxes used in diverse applications, including candles, packaging, and cosmetics. Market share data specific to Calumet's wax products is difficult to obtain. Competitors include ExxonMobil and Sinopec.
- Solvents: They provide solvents for industrial and commercial uses. Competitors include Shell and LyondellBasell.
- Royal Purple Lubricants: High-performance synthetic lubricants for automotive and industrial applications. Market share data is not readily available. Competitors include Amsoil and Mobil 1.
Market Dynamics
Industry Overview
The specialty hydrocarbon industry is driven by demand from various sectors like automotive, industrial, and consumer goods. Factors such as economic growth, regulatory changes, and technological advancements influence market dynamics.
Positioning
Calumet is positioned as a specialty products manufacturer with a focus on high-quality and customized solutions. Its competitive advantages include a diverse product portfolio and long-standing customer relationships.
Total Addressable Market (TAM)
The global specialty chemicals market is estimated to be worth hundreds of billions of dollars. Calumet targets specific niches within this broad market. Positioning related to total market capitalization is approximately 0.04%, thus significant room for growth remains.
Upturn SWOT Analysis
Strengths
- Diverse product portfolio
- Established customer relationships
- Strong brand recognition (Royal Purple)
- Specialized technical expertise
Weaknesses
- High debt levels (historically)
- Complex operational structure (MLP)
- Exposure to commodity price fluctuations
- Reliance on specific industries
Opportunities
- Expansion into new geographic markets
- Development of innovative specialty products
- Strategic acquisitions to broaden product offerings
- Growing demand for sustainable and bio-based products
Threats
- Increased competition from larger players
- Regulatory changes impacting product formulations
- Economic downturns reducing demand
- Fluctuations in raw material costs
Competitors and Market Share
Key Competitors
- XOM
- SHEL
- LYB
Competitive Landscape
Calumet is a smaller player compared to major oil companies. Calumet focuses on niche specialty products, offering customized solutions, whereas competitors have economies of scale.
Major Acquisitions
Superior Asphalt
- Year: 2022
- Acquisition Price (USD millions): 76.1
- Strategic Rationale: Expanded asphalt production and distribution capabilities in the Midwest.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been variable, influenced by acquisitions, divestitures, and market conditions. Requires detailed financial data.
Future Projections: Analyst estimates vary, but growth is expected in the renewable fuels segment. Requires detailed financial data.
Recent Initiatives: Focus on renewable fuels, debt reduction, and streamlining operations.
Summary
Calumet Specialty Products Partners is a company with strengths in specialty products and recognized brands like Royal Purple. Its legacy MLP structure and debt pose challenges. The shift to renewable fuels presents an opportunity for growth, but competition and commodity price fluctuations are ongoing risks. Overall, the company is undergoing a transition that has some upside, but is dependent on debt reduction and successful expansion in new markets.
Similar Companies
- XOM
- SHEL
- CVX
- AMSO
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market conditions are always subject to change, thus financial advice should be saught from a professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Calumet Specialty Products Partners
Exchange NASDAQ | Headquaters Indianapolis, IN, United States | ||
IPO Launch date 2006-01-26 | President, CEO & Director of Calumet GP, LLC Mr. Louis Todd Borgmann | ||
Sector Basic Materials | Industry Specialty Chemicals | Full time employees 1620 | Website https://calumet.com |
Full time employees 1620 | Website https://calumet.com | ||
Calumet, Inc. manufactures, formulates, and markets a diversified slate of specialty branded products and renewable fuels to various consumer-facing and industrial markets in North America and internationally. It operates through Specialty Products and Solutions; Montana/Renewables; and Performance Brands segments. The Specialty Products and Solutions segment offers various solvents, waxes, customized lubricating oils, white oils, petrolatums, gels, esters, and other products. Its Montana/Renewables segment focuses on processing renewable feedstocks into renewable diesel, sustainable aviation fuel, renewable hydrogen, renewable natural gas, renewable propane, and renewable naphtha. This segment also processes Canadian crude oil into conventional gasoline, diesel, jet fuel, and specialty grades of asphalt. The Performance Brands segment blends, packages, and markets high performance products through Royal Purple, Bel-Ray, and TruFuel brands. It serves wholesale distributors and retail chains. Calumet, Inc. was founded in 1919 and is headquartered in Indianapolis, Indiana.
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